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This commentary is being provided to you as general information only and should not be taken as investment advice. The opinions expressed in these materials represent the personal views of the author(s). It is not investment research or a research recommendation, as it does not constitute substantive research or analysis. Any action that you take as a result of information contained in this document is ultimately your responsibility. Epsilon Theory will not accept liability for any loss or damage, including without limitation to any loss of profit, which may arise directly or indirectly from use of or reliance on such information. Consult your investment advisor before making any investment decisions. It must be noted, that no one can accurately predict the future of the market with certainty or guarantee future investment performance. Past performance is not a guarantee of future results.
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Rusty
I have recently re-read the series and have found my meetings with fund managers far more productive. Just the simple question, “How do you make money?” has been an eye opener. They either get it straight away or else you are forever trying to stop them showing you stock and performance slides.
I can highly recommend this series (along with everything else on ET!) to be read in the same way you paint the San Francisco bridge - when you have finished start again!
All the best
to you and Ben
Clive